Update app.py

app.py

@@ -101,6 +101,26 @@ def init_salesforce():
         logging.error("Check your Salesforce org settings, network restrictions, or API access.")
         raise
 
+# Function to query a valid Project ID from the related object (assumed to be Project__c)
+def get_project_id(sf):
+    try:
+        # Query the most recent active project (modify the WHERE clause as needed)
+        project_query = sf.query("SELECT Id FROM Project__c WHERE IsActive__c = true ORDER BY CreatedDate DESC LIMIT 1")
+        if project_query['records']:
+            project_id = project_query['records'][0]['Id']
+            logging.info(f"Found Project ID: {project_id}")
+            return project_id
+        else:
+            logging.warning("No active Project__c records found. Omitting Project_ID__c.")
+            return None
+    except simple_salesforce.SalesforceError as e:
+        logging.error(f"Error querying Project__c: {str(e)}")
+        logging.error("Possible issues: Object does not exist, insufficient permissions, or incorrect field name.")
+        return None
+    except Exception as e:
+        logging.error(f"Unexpected error while querying Project ID: {str(e)}")
+        return None
+
 # Summarize text using Hugging Face Inference API
 def summarize_text(text, max_length=100, min_length=30):
     if not HF_AVAILABLE:
@@ -137,8 +157,8 @@ def create_salesforce_record(score, checklist_summary, missing_summary, status,
         summarized_checklist = summarize_text(checklist_summary)
         summarized_missing = summarize_text(missing_summary)
 
-        # Skip Project_ID__c as it's a Lookup field and no valid ID is provided
-        logging.info("Skipping Project_ID__c field due to Lookup field type and no user-provided ID")
+        # Query a valid Project ID for the Lookup field
+        project_id = get_project_id(sf)
 
         # Ensure inputs are properly formatted
         score = float(score) if score is not None else 0.0
@@ -157,7 +177,7 @@ def create_salesforce_record(score, checklist_summary, missing_summary, status,
         logging.info(f"Setting Alert_Sent__c to: {alert_sent}")
         escalation_flag = str(bool(escalated)).lower()  # Ensure this is also a proper boolean string
 
-        # Create the record in Project_Closure_Handover__c without the PDF URL or Project_ID__c for now
+        # Create the record in Project_Closure_Handover__c without the PDF URL for now
         record = {
             "Readiness_Score__c": score,
             "Checklist_Summary__c": checklist_summary,
@@ -173,9 +193,12 @@ def create_salesforce_record(score, checklist_summary, missing_summary, status,
             "Open_Punch_Items__c": open_punch_items,
             "Punch_List__c": punch_list_text,
             "QA_Report__c": qa_report
-            # Project_ID__c omitted as it's a Lookup field
         }
 
+        # Include Project_ID__c only if a valid ID was found
+        if project_id:
+            record["Project_ID__c"] = project_id
+
         logging.debug(f"Attempting to create Salesforce record in Project_Closure_Handover__c with data: {record}")
         result = sf.Project_Closure_Handover__c.create(record)
         logging.info(f"Successfully created Salesforce record: {result}")
@@ -215,14 +238,15 @@ def create_salesforce_record(score, checklist_summary, missing_summary, status,
         else:
             logging.warning(f"No PDF file found at {pdf_path}. Skipping attachment and URL update.")
 
-        return f"Record created successfully. Record ID: {record_id}. PDF attached and URL set to: {pdf_download_url}"
+        project_id_message = f"Project ID: {project_id}" if project_id else "Project ID: Not set (no active Project__c records found)"
+        return f"Record created successfully. Record ID: {record_id}. PDF attached and URL set to: {pdf_download_url}. {project_id_message}"
     except simple_salesforce.SalesforceError as e:
         logging.error(f"Salesforce error while creating Project_Closure_Handover__c record: {str(e)}")
         logging.error("Possible issues: Object permissions, field-level security, validation rules, or required fields.")
         logging.error("Check the following in your Salesforce org:")
         logging.error("- Ensure the user has Create and Edit permission on Project_Closure_Handover__c.")
         logging.error("- Ensure the user has permission to create and read Attachments.")
-        logging.error("- Verify field-level security for all fields in the record.")
+        logging.error("- Verify field-level security for all fields in the record, including Project_ID__c.")
         logging.error("- Check for validation rules or required fields that might be failing.")
         return f"Salesforce error: {str(e)}"
     except Exception as e: